CCA

Checchi Capital Advisers Portfolio holdings

AUM $1.46B
1-Year Est. Return 13.12%
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,652
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.76M
3
+$1.71M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.37M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.13M

Top Sells

1
+$7.14M
2
+$1.64M
3
+$926K
4
TDOC icon
Teladoc Health
TDOC
+$745K
5
VUG icon
Vanguard Growth ETF
VUG
+$567K

Sector Composition

1 Technology 9.42%
2 Financials 8.98%
3 Healthcare 8.9%
4 Consumer Staples 6.46%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$246K 0.05%
6,683
-594
277
$245K 0.05%
83,186
+754
278
$244K 0.05%
8,711
-197
279
$242K 0.05%
10,461
+1,020
280
$242K 0.05%
13,553
+2,935
281
$241K 0.05%
+1,261
282
$241K 0.05%
3,629
+87
283
$240K 0.05%
5,018
-799
284
$240K 0.05%
6,468
+484
285
$239K 0.05%
4,347
+106
286
$237K 0.05%
4,009
+311
287
$237K 0.05%
23,615
+978
288
$236K 0.05%
11,315
+831
289
$235K 0.05%
+22,803
290
$234K 0.05%
3,222
-454
291
$234K 0.05%
+6,569
292
$234K 0.05%
1,488
-38
293
$231K 0.05%
3,488
-46
294
$230K 0.05%
+5,917
295
$230K 0.05%
+10,853
296
$228K 0.05%
5,547
-133
297
$228K 0.05%
8,065
-2,137
298
$227K 0.05%
4,428
-342
299
$225K 0.05%
3,375
300
$224K 0.05%
+7,011
10 11
12
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